Wells Fargo Advisors Goes Live on NextJ Systems CRM

The solution currently has 20,000 users and will be rolled out to Wells Fargo Advisors entire population of advisors and support staff.

Wells Fargo Advisors, a non-bank affiliate of Wells Fargo & Company (San Francisco) has gone live with NextJ Contact for Finance, according to a press release issued by NextJ Systems (Toronto), a provider of customer-centric enterprise solutions for the financial services and insurance industries.

NextJ Systems integrated its best-of-breed CRM capabilities, including client profiling, interaction history, and task and schedule management into Wells Fargo's existing advisor platform, according to the vendor source. The solution is now live with over 20,000 users and is anticipated to be rolled out to the entire population of advisors and support staff across Wells Fargo Advisors' distribution channels.

"NexJ worked with us as a strategic partner, to provide the best possible solution in the shortest possible time" says Joe Nadreau, Director, Strategic Solutions Group, Wells Fargo Advisors.

Anthony O'Donnell has covered technology in the insurance industry since 2000, when he joined the editorial staff of Insurance & Technology. As an editor and reporter for I&T and the InformationWeek Financial Services of TechWeb he has written on all areas of information ... View Full Bio